Intuit Inc.
INTU- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000896878
In the last 90 days, Intuit Inc. insiders filed 0 open-market purchases and 2 sales; 1,755 institutions reported holding it in 13F filings for Q2 2026, worth $63.6B in total; superinvestors Lindsell Train and Valley Forge Capital hold it.
13F holders, Q2 2026
Institutional positions in Intuit Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,755
- −239 vs. Q1 2026
- Shares held
- 243.0M
- +4.09M (+1.7%) vs. Q1 2026
- Total value
- $63.6B
- −$39.7B (−38.4%) vs. Q1 2026
- New holders
- 191
- 610 more added
- Sold out
- 430
- 805 more reduced
27 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INTU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,755 | $63.6B |
| Q1 2026 | 2,021 | $104.2B |
| Q4 2025 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $146.7B |
| Q3 2023 | 1,742 | $118.4B |
| Q2 2023 | 1,668 | $107.8B |
| Q1 2023 | 1,617 | $104.9B |
| Q4 2022 | 1,560 | $90.8B |
| Q3 2022 | 1,511 | $91.5B |
| Q2 2022 | 1,501 | $90.7B |
| Q1 2022 | 1,556 | $113.5B |
| Q4 2021 | 1,668 | $151.9B |
| Q3 2021 | 1,449 | $123.6B |
| Q2 2021 | 1,379 | $113.2B |
| Q1 2021 | 1,337 | $88.8B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Picton Mahoney Asset Management | 4,622 | $1.21M | 0.01% | −23,830−83.8% | Reduced |
| Oak Harvest Investment Services | 4,619 | $1.21M | 0.11% | −27−0.6% | Reduced |
| Jacobi Capital Management LLC | 4,615 | $1.20M | 0.06% | +270+6.2% | Added |
| Stratos Wealth Partners, LTD. | 4,609 | $1.20M | 0.01% | −4,948−51.8% | Reduced |
| NewEdge Wealth, LLC | 4,597 | $1.20M | 0.01% | −378−7.6% | Reduced |
| Commerzbank Aktiengesellschaft | 4,593 | $1.20M | 0.02% | −3,761−45.0% | Reduced |
| RVW Wealth, LLC | 4,591 | $1.20M | 0.08% | 00.0% | Unchanged |
| Talbot Financial, LLC | 4,586 | $1.20M | 0.09% | −39,007−89.5% | Reduced |
| Frec Markets, Inc. | 4,550 | $1.19M | 0.11% | +1,719+60.7% | Added |
| Buckingham Strategic Partners | 4,537 | $1.18M | 0.01% | −1,510−25.0% | Reduced |
| Central Trust Co | 4,524 | $1.18M | 0.02% | −455−9.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,523 | $1.18M | 0.13% | −60−1.3% | Reduced |
| Welch & Forbes LLC | 4,518 | $1.18M | 0.01% | −247−5.2% | Reduced |
| Perpetual Ltd | 4,511 | $1.18M | 0.02% | +1,359+43.1% | Added |
| Smartleaf Asset Management LLC | 4,366 | $1.16M | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,454 | $1.16M | 0.00% | −212,361−97.9% | Reduced |
| TD Private Client Wealth LLC | 4,445 | $1.16M | 0.02% | −1,986−30.9% | Reduced |
| Herold Advisors, Inc. | 4,452 | $1.16M | 0.23% | +205+4.8% | Added |
| Twin Capital Management Inc | 4,438 | $1.16M | 0.13% | −20.0% | Reduced |
| Cypress Capital Group | 4,434 | $1.16M | 0.11% | −566−11.3% | Reduced |
| Global Retirement Partners, LLC | 4,416 | $1.15M | 0.02% | +4,416 | New |
| Tilia Fiduciary Partners, Inc. | 4,411 | $1.15M | 0.55% | +375+9.3% | Added |
| RDA Financial Network | 4,387 | $1.15M | 0.25% | +1,310+42.6% | Added |
| Long Road Investment Counsel, LLC | 4,370 | $1.14M | 0.42% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 4,343 | $1.13M | 0.01% | −477−9.9% | Reduced |
| Fideuram Asset Management (Ireland) dac | 3,163 | $1.13M | 0.02% | +2,677+550.8% | Added |
| Norden Group LLC | 4,321 | $1.13M | 0.09% | +1,449+50.5% | Added |
| Guardian Capital LP | 4,314 | $1.13M | 0.03% | +477+12.4% | Added |
| Private Capital Advisors, Inc. | 4,300 | $1.12M | 0.10% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,267 | $1.11M | 0.01% | +505+13.4% | Added |
| Nicolet Bankshares Inc | 4,189 | $1.11M | 0.04% | −670−13.8% | Reduced |
| Brookwood Investment Group LLC | 4,236 | $1.11M | 0.13% | +4,236 | New |
| Grant Private Wealth Management Inc | 4,234 | $1.11M | 0.47% | +39+0.9% | Added |
| Vestmark Advisory Solutions, Inc. | 4,220 | $1.10M | 0.01% | −11,319−72.8% | Reduced |
| IFP Advisors, Inc | 4,196 | $1.10M | 0.02% | +109+2.7% | Added |
| Birch Capital Management, LLC | 4,192 | $1.09M | 0.53% | +3,992+1,996.0% | Added |
| Edmond de Rothschild Holding S.A. | 4,177 | $1.09M | 0.01% | +3,510+526.2% | Added |
| Harbour Investments, Inc. | 4,165 | $1.09M | 0.01% | +1,602+62.5% | Added |
| Integrated Wealth Concepts LLC | 4,161 | $1.09M | 0.01% | −527−11.2% | Reduced |
| Pacific Capital Partners Ltd | 4,152 | $1.08M | 0.94% | +1,820+78.0% | Added |
| William Allan, LLC | 4,132 | $1.08M | 0.53% | +172+4.3% | Added |
| Signaturefd, LLC | 4,120 | $1.08M | 0.01% | −2,111−33.9% | Reduced |
| Cooper Financial Group | 4,093 | $1.07M | 0.09% | +1,800+78.5% | Added |
| Adviser Investments LLC | 4,064 | $1.06M | 0.01% | −404−9.0% | Reduced |
| Kestra Investment Management, LLC | 4,064 | $1.06M | 0.02% | −1,909−32.0% | Reduced |
| Flagship Harbor Advisors, LLC | 4,027 | $1.05M | 0.04% | +1,888+88.3% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,018 | $1.05M | 0.00% | −1,118−21.8% | Reduced |
| Icon Wealth Advisors, LLC | 4,007 | $1.05M | 0.06% | +490+13.9% | Added |
| Compass Wealth Management LLC | 4,005 | $1.05M | 0.20% | +4,005 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.04M | 0.29% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 4,000 | $1.04M | 0.12% | +2,300+135.3% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 4,000 | $1.04M | 0.17% | +4,000 | New |
| Elevated Private Wealth, LLC | 3,995 | $1.04M | 0.99% | +3,995 | New |
| Scott & Selber, Inc. | 3,967 | $1.04M | 0.22% | −13−0.3% | Reduced |
| Freestone Capital Holdings, LLC | 3,952 | $1.03M | 0.03% | +3,073+349.6% | Added |
| CenterBook Partners LP | 3,936 | $1.03M | 0.05% | +3,936 | New |
| Mount Yale Investment Advisors, LLC | 3,934 | $1.03M | 0.02% | −2,023−34.0% | Reduced |
| Waycross Investment Management Co | 3,885 | $1.01M | 0.77% | +2,635+210.8% | Added |
| Inlet Private Wealth, LLC | 3,820 | $997.0K | 0.24% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,811 | $994.7K | 0.06% | +3,811 | New |
| Howard Hughes Medical Institute | 3,794 | $990.2K | 0.22% | 00.0% | Unchanged |
| Point Nemo Capital, LLC | 3,732 | $974.1K | 0.49% | +3,732 | New |
| Correct Capital Wealth Management | 3,731 | $973.7K | 0.17% | +1,108+42.2% | Added |
| Ritholtz Wealth Management | 3,719 | $970.6K | 0.01% | −1,343−26.5% | Reduced |
| Sig Brokerage, LP | 3,713 | $969.1K | 0.15% | +3,713 | New |
| Citizens National Bank Trust Department | 3,684 | $961.5K | 0.14% | +108+3.0% | Added |
| Krilogy Financial LLC | 3,669 | $957.7K | 0.03% | +90+2.5% | Added |
| Ocean Capital Management, LLC | 3,654 | $953.7K | 0.18% | −726−16.6% | Reduced |
| AlphaGrep UK Ltd | 3,640 | $950.0K | 0.29% | +3,640 | New |
| Ascent Group, LLC | 3,633 | $948.2K | 0.03% | +133+3.8% | Added |
| Intesa Sanpaolo S.p.A. | 3,633 | $948.2K | 0.03% | +1,311+56.5% | Added |
| Hillsdale Investment Management Inc. | 3,590 | $937.0K | 0.02% | +328+10.1% | Added |
| Roundview Capital LLC | 3,575 | $933.1K | 0.05% | −239−6.3% | Reduced |
| Ledyard National Bank | 3,569 | $931.5K | 0.07% | −56−1.5% | Reduced |
| Midwest Trust Co | 3,562 | $929.7K | 0.01% | −10,066−73.9% | Reduced |
| Savant Capital, LLC | 3,249 | $917.5K | 0.00% | −364−10.1% | Reduced |
| S.A. Mason LLC | 3,514 | $917.2K | 0.28% | −1,603−31.3% | Reduced |
| Cypress Advisory Group LLC | 3,487 | $910.1K | 0.71% | −100−2.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,484 | $909.3K | 0.05% | −4,448−56.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 3,479 | $908.0K | 0.04% | −901−20.6% | Reduced |
| Sendero Wealth Management, LLC | 3,476 | $907.2K | 0.09% | −8,369−70.7% | Reduced |
| Symphony Financial, Ltd. Co. | 3,404 | $906.4K | 0.10% | +1,038+43.9% | Added |
| Liberty Wealth Management LLC | 2,090 | $903.7K | 0.11% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 3,447 | $899.7K | 0.02% | −88−2.5% | Reduced |
| City Holding Co | 3,446 | $899.4K | 0.10% | −1,411−29.1% | Reduced |
| AXS Investments LLC | 3,418 | $892.1K | 0.25% | −14−0.4% | Reduced |
| Carderock Capital Management Inc | 3,407 | $889.2K | 0.20% | −12,165−78.1% | Reduced |
| Valley National Advisers Inc | 3,381 | $882.4K | 0.10% | +254+8.1% | Added |
| New Age Alpha Advisors, LLC | 3,369 | $879.3K | 0.04% | +2,811+503.8% | Added |
| BKD Wealth Advisors, LLC | 3,363 | $877.8K | 0.01% | −126−3.6% | Reduced |
| Money Concepts Capital Corp | 3,360 | $877.1K | 0.04% | +1,343+66.6% | Added |
| Capstone Capital Management Ltd | 3,339 | $871.5K | 0.39% | +3,339 | New |
| Fairfield, Bush & Co. | 3,336 | $870.8K | 0.43% | +75+2.3% | Added |
| Elmwood Wealth Management, Inc. | 3,328 | $868.6K | 0.22% | +6+0.2% | Added |
| Harrington Investments, INC | 3,316 | $865.4K | 0.42% | −34−1.0% | Reduced |
| Walleye Trading LLC | 3,296 | $860.3K | 0.01% | +3,296 | New |
| Positano Wealth Management Ltd | 3,285 | $857.4K | 0.46% | +1,556+90.0% | Added |
| Winton Group Ltd | 3,280 | $856.1K | 0.03% | −20,243−86.1% | Reduced |
| Private Advisor Group, LLC | 3,261 | $851.1K | 0.00% | −5,498−62.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,236 | $844.5K | 0.04% | −16,957−84.0% | Reduced |